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in Westfield Center, OH

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Hours Full-time, Part-time
Location Westfield Center, OH
Westfield Center, Ohio

About this job

Local company is seeking an Administrative Assistant.

Essential Functions
Customer Service Answers phone and greets visitors professionally; may furnish or
obtain basic investment group information to callers; refers calls to appropriate
investment professional.
Correspondence Opens and distributes incoming correspondence as instructed.
Distributes mail to investment professionals physically located within office and
scans/emails documents. Follows up on necessary email correspondence both
internally and externally.
File Management Establishes files, including file labels. Maintains existing
investment files both physically and electronically.
Assistance May perform related administrative duties to assist investment
professionals and related departments (investment accounting, legal and tax). May
also schedule meetings and assist with meeting logistics. May also prepare/assemble
investment-related meeting materials.
Office Operations/Supplies - Orders and maintains office supplies and forms; pays
monthly office-related bills as directed. Operates printers, fax, scanners, telephone,
transcribing equipment, and postage meters. Maintains an organized and accurate
filing system and work area.
Performs other duties as assigned